Coffin Financial Group Powered by LPL Financial

07/10/2026

One of the things we value most in this practice is relationship.
That’s why, as a service to our best clients, we make ourselves available to act as a sounding board for friends and family members too. If there’s someone in your life who feels uncertain about the future, we’re happy to sit down, share our process, and help them feel more confident about what tomorrow may hold.
That kind of guidance can go a long way.
If someone important to you could use a conversation, I'm here to help: https://coffinfinancial.lpl.com/refer-a-friend

07/08/2026

When inherited wealth enters the picture, the next decision matters just as much as the transfer itself. As younger generations explore alternatives like private markets, real estate, crypto, and gold, it’s worth having a clear plan around risk, purpose, and how that wealth fits into the bigger family picture.
Download our Generational Wealth Guide to help start those conversations: https://coffinfinancial.lpl.com/generational-wealth-checklist

Investors with at least $10 million in investible assets, and Gen Z and millennials with at least $3 million are turning to private markets, real estate, gold, and other alternative asset classes, according to a new study.

07/04/2026

Happy 4th! Celebrating independence and summer traditions.🎆

07/03/2026

When people hear “gifting,” they often think of it as something informal. In reality, gifting can be an important part of a larger generational wealth strategy.
Done thoughtfully, it can help move wealth efficiently, support family goals, and reduce friction later. The key is making sure gifting decisions fit with the rest of your plan instead of living off to the side.
That’s one reason we put together our Generational Wealth Checklist. Download the checklist to review gifting, trusts, tax efficiency, and long-term transfer planning. https://coffinfinancial.lpl.com/generational-wealth-checklist

07/01/2026

Some of the best family memories can come from a trip outdoors, a visit to a national park, or a simply few days away together. It can be a good reminder that legacy is not just what you leave someday, but what you build along the way.
Download our Generational Wealth Guide to help keep those bigger family priorities in focus: https://coffinfinancial.lpl.com/generational-wealth-checklist

Family vacations spent in nature and at national parks tend to be a lost past time. Here, we look at how to best create these trips and tips to stay safe.

06/30/2026

Curious about this week’s market trends? We make it simple so you can stay confident in your plan. Let’s connect and talk through your goals. https://coffinfinancial.lpl.com/weekly-market-commentary

06/26/2026

Estate plans are living documents. As life evolves, plans should evolve with it. Regular reviews help ensure instructions remain accurate and aligned with current priorities.
Outdated documents can lead to delays, confusion, or unintended outcomes. Ongoing maintenance helps prevent those issues before they arise.
Learn more about reviewing and maintaining your estate plan on our Estate Planning page.
Learn more about estate planning 👉 https://coffinfinancial.lpl.com/estate-planning

06/24/2026

Most people think of a 529 as “just” a college savings account.

With recent updates to tax rules, 529 plans can now help families move money out of their estate, grow it tax-advantaged, and still maintain control of how it’s used.

If you’re exploring ways to be intentional with both education funding and tax planning, this is worth a closer look. And if you want to get organized, there’s a Tax Planning Checklist on the site you can download and keep handy: https://coffinfinancial.lpl.com/download-your-tax-planning-checklist

Congress continues to increase the tax and estate planning benefits of 529 plans, making them a must-consider tool for parents and grandparents.

06/23/2026

Behind every headline is a bigger story. Our commentary translates market data into actionable insights. Explore the insights today. https://coffinfinancial.lpl.com/weekly-market-commentary

06/21/2026

Happy Father's Day! Celebrating fathers and the role they play every day.